Launching Pendo for the first time
You just signed. You want the install, the tagging plan, and the first guides done correctly from day one, with a naming standard your team will actually follow.
Implementation and cleanup
Pendo set up right, or set right again
Whether you are launching Pendo for the first time or inheriting an instance nobody trusts, we install, tag, name, and govern it so your team can keep it running without us.
Book a free strategy callIn numbers
13 points
in the implementation audit every engagement starts with
90 days
from kickoff to a clean, governed instance with live, tested guides
Who this is for
Three situations we see every week
Most implementation work is not a rebuild. It is finishing a setup that was never finished, then making sure it stays finished.
Inheriting an instance
The admin left. Hundreds of untagged pages, guides nobody remembers, segments with mystery names. You need to know what you actually have before you trust any of it.
Fixing a broken setup
Pendo is installed but the data is unreliable, the dashboards disagree with each other, and three teams fire guides at the same users. You need governance, not more features.
What we do
Install, clean, govern
Every piece is built so your team can run it after we leave. Nothing lives only in our heads.
See process and pricing →Install and data model
Snippet placement, visitor and account metadata, and the integrations that make Pendo data match your CRM.
- Agent install reviewed on every app surface
- Metadata map: which fields come from where
- Salesforce or HubSpot connection checked end to end
Tagging and naming cleanup
Pages and features tagged to match how your product actually works, named so anyone on the team can find them in six months.
- Tag audit: duplicates, orphans, and gaps
- Naming standard written down and applied
- Core events and segments rebuilt on the standard
Governance and ownership
Who can publish a guide, who owns which tags, and how Product, CS, and Marketing stop messaging the same user at once.
- Ownership model across teams
- Guide calendar and approval path
- Playbook your next admin can follow
First guides, tested
Onboarding and the two or three guides that matter most, launched as experiments and measured before we call them done.
- Onboarding flow built on the new data model
- Each guide tested to statistical significance
- Results report your leadership can read
How it works
Ninety days, four steps
WEEKS 1 TO 2
Audit
The 13-point implementation audit: install, metadata, tags, guides, segments, dashboards, ownership. You get a scored report.
You get: audit and scorecard
WEEKS 3 TO 4
Plan
One North Star metric, a naming standard, and a 90-day roadmap: non-negotiables first, quick wins next, one big project after.
You get: roadmap and naming standard
WEEKS 5 TO 10
Build and clean
Tags rebuilt, metadata fixed, governance set, first guides shipped as experiments and measured.
You get: a clean, governed instance
WEEKS 11 TO 13
Hand over
Playbook, training for your admin, and the first monthly report. Then you run it, or we stay on as managed services.
You get: playbook and trained admin
Questions
Implementation questions
Short answers. Longer ones on the call.
Book a free strategy call →Ninety days from kickoff to a clean, governed instance with the first guides live and tested. The audit and plan take the first month; the build and cleanup take the next six weeks; the last two weeks are handover and training.
Almost never. We audit what exists, keep what is sound, rebuild the tags and segments that are not, and apply a naming standard across all of it. Starting over throws away history you will want for trend reporting.
A done-right implementation starts at $5,000 per month for a minimum 90-day engagement. If you want the blueprint only and will build it yourselves, audit and strategy consulting starts at $2,500. Details are on the process and pricing page.
A product owner for decisions, whoever administers Pendo today, and someone from Customer Success. About two hours a week from each during the build, less after handover.
Next step
Find out what your instance is really worth
A free 30-minute strategy call. We look at your Pendo setup, name the biggest problem, and tell you what we would fix first.
Book a free strategy call